LITTLE HOUSE CAPITAL LLC
SEC Form 13F institutional filer · CIK 0001748814
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
47.4%
LITTLE HOUSE CAPITAL LLC — $276M AUM allocation strategy
LITTLE HOUSE CAPITAL LLC files SEC Form 13F and reports $276M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.5%, followed by Communication Services 8.0% and Financials 7.7%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LITTLE HOUSE CAPITAL LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$276M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +17.1K sh · +$1.88M+$MRK +11.9K sh · +$1.63M+$ORCL +7.25K sh · +$395K
Biggest trims (shares)
−$WMT −14.1K sh · −$731K−$NVDA −11.7K sh · −$3.13M−$BRK.B −6.37K sh · −$3.46M
Exited to nil (held last quarter, gone now)
$EMR ($2.36M last qtr)$MDT ($1.26M last qtr)$ABT ($1.14M last qtr)$EME ($907K last qtr)$IDXX ($782K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.8%—
- Interactive Media & Services8.0%—
- Technology Hardware, Storage & Peripherals7.0%—
- Systems Software5.7%—
- Pharmaceuticals5.0%—
- Consumer Staples Merchandise Retail4.9%—
- Broadline Retail4.0%—
- Diversified Banks3.4%—
- Other holdings53.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 76K | $19.3M | -3.57K | 7.0% |
| $MSFT | Microsoft Corporation | 42.8K | $15.8M | +1.69K | 5.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 48.6K | $14M | -1.73K | 5.1% |
| $NVDA | NVIDIA Corporation | 78.2K | $13.6M | -11.7K | 4.9% |
| $AMZN | Amazon.com Inc | 52.8K | $11M | -1.03K | 4.0% |
| $AVGO | Broadcom Inc | 34K | $10.5M | -1.82K | 3.8% |
| $JNJ | Johnson & Johnson | 37.8K | $9.24M | +586 | 3.4% |
| $JPM | JP Morgan Chase & Co | 31.4K | $9.24M | +2.57K | 3.4% |
| $META | Meta Platforms Inc | 14.3K | $8.17M | -278 | 3.0% |
…and 65 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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